Top 20 Independent Financial Advisers in Berkshire

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  • Kevin Robins - True Potential Wealth Management

    Reading
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    170
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Windsor
    We help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice suited to their needs. This covers insurance, pensions, investments, mortgages and much more.
    138
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Bracknell
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6649
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Flying Colours

    Maidenhead
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11392
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bampton Independent Financial Services

    Windsor
    I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
    172
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • UnaVida Wealth Management Ltd

    St nicholas and hurst
    I am a very experienced adviser, and offer comprehensive financial and investment planning advice for clients who want to make smart decisions about their money. We are best suited to clients with over £500,000 in investable assets.
    Recently Added
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Reading
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15962
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Earley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    170
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SM & Associates Limited Chartered Financial Advice

    Woodley
    Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
    12
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    Reading
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    605
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Maidenhead
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    151
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bracknell
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11271
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Excel121 Ltd

    Basildon
    Transparent, Independent, Unique. Life is not a rehearsal.
    77
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Time Financial Planning Limited

    Woodley
    Time Financial Planning Ltd specialises in lifetime financial planning, investments, pensions, long term care advice and protection.
    148
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fixmypension.Com

    Maidenhead
    Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.
    2409
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Windsor
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15962
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wokingham
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11392
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advies Private Clients LLP - 937655

    Windsor
    Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service.
    122
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blakes Financial Management Ltd

    Reading
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    61
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Berkshire IFA

    Bracknell
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    605
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.